Gather financial insights
Uninvoiced reports
Identify and create invoices directly from a comprehensive list of uninvoiced appointments and support activities
Billed items
Run practitioner-specific reports to calculate pay and revenue based on invoiced items
Aged debtors
Easily spot outstanding invoices associated with clients and contacts
Payments
Access a daily report detailing payments made through various methods
Your ally for reports
- Incomplete progress notes: quickly identify incomplete progress notes per practitioner for streamlined documentation
- Incomplete forms: follow up on client forms that haven't been submitted for a comprehensive record
- Dashboard charts: visualise recently submitted intake forms and incomplete progress notes for effective monitoring
Staying on the pulse
New clients
Track the growth of your practice by monitoring new client acquisition
Upcoming birthdays
Stay informed about client birthdays within the selected month
Clients without upcoming appointments
Easily locate clients without scheduled appointments
Flexible data export
Can't find a specific report? Export whatever raw data you need, including client lists, appointments, cases, invoices, and payments, to create your custom reports.
